Paligo makes it easy to publish your content to many different output formats, such as PDF (print), HTML, online help, Mobile / HTML5, MS Word, help desk portals (Zendesk, Freshdesk, Salesforce Knowledge), SCORM (for LMS eLearning systems). More formats are available on request, such as JavaHelp, manpages, HTML5 slides.
A layout contains settings that tell Paligo how to process and style your content for publishing. Available layouts (both built-in and custom layouts created in your Paligo instance) are shown when you choose type of output, see Layouts.
If your content contains:
-
Filtering / Profiling, use the Profiling attributes section to tell Paligo which content to include.
For example, if you have used an output format filter, you could mark up some content to have a PDF value and other content to have an HTML value. In the publishing settings, if you set the Output Format to PDF, it will include the content that is filtered as
outputformat:PDF
. Paligo will then exclude any content that is filtered asoutputformat:HTML
filter (or any value other than PDF). -
Variables - Use the Variables section to choose which variants to be published.
Note
There are a number of built-in layouts for each output format. You can customize them just as you please using the Layout Editor. If that is not enough, you can also purchase customizations from Paligo, in which case there are very few limitations to the output you can get.
When you choose to publish a publication or topic, Paligo generates an output, such as an HTML5 Help Center or a PDF. To generate the output, Paligo performs a "transformation", where it looks at:
-
The type of Layout to find out which type of output to create.
-
The layout settings to find out which settings and features to apply.
-
The publishing settings to find out what languages, Filtering / Profiling, Variables and other settings to use.
-
Detects any attributes that are set for elements in your content. These tell Paligo to apply certain properties in the output, for example, Paligo can use the role attribute to create a matching class name in an HTML5 output.
-
Creates an output file that downloads in your browser (and is published to another system, if you publish to an integration, such as Zendesk)
In Paligo, the content and styling are separated. For styling your output, use the Layout Editor. When you publish, you only need to configure the Layout settings and choose the publishing settings. Paligo takes care of the actual "transformation" into HTML5, PDF, and other formats.
Note
For HTML5 outputs, you can also Style with CSS and Style with JavaScript. Paligo includes these files in the output so that the browser can see the CSS and JS to apply those styling rules in the browser.
Tip
To learn how to
-
Choose a Layout, see General Publishing Process.
-
Make changes to a Layout's settings, see Edit a Layout.
You can publish entire publications or individual topics. Whether you are publishing to PDF, HTML or another format, the steps you need to take are the same.
Important
Before you publish, make sure to change the status for the publication to Released. This will create a snapshot of the version that is to be published. Read more about the Release Process.
-
Select the dotted menu (...) for the topic or publication in Content Manager.
-
Select Publish.
Paligo displays the Publish document dialog.
-
Select the Type of output you want to publish (PDF, HTML, HTML5, Word, XML, eLearning or SCORM).
-
Select the Layout to be used for your output.
-
Select the checkboxes in front of the languages to be published.
Note
If no translations are available, only the Source Language will show. If you have multiple languages translated and approved, you can select which ones to include. Paligo will publish each language as a separate output.
For PDF output you can publish them as one multilingual publication, check the Combine selected languages box.
-
Select Edit in the Profiling attributes section to apply Filtering / Profiling (Optional). If you do not want to apply a filter, leave the field blank.
Select OK to add your chosen profiling attribute(s).
-
Select Edit in the Variables section to apply Variables (Optional). If you do not want to apply a variable, leave the field blank.
Select OK to add the selected variables.
-
Use the Upload output section to set Paligo to publish directly to an integration, such as Github or FTP. For details on these settings, see Integrate.
-
Select Publish Document.
Paligo starts processing your content and applies your layout and publishing settings. The time that this takes can vary depending on how much content you are publishing (the more content there is, the longer it takes).
A progress bar shows you how much of the processing Paligo has completed and how much is left to do. When the processing is complete, a notification is shown.
The published output appears as:
-
A zip file with the published output appears in the downloads folder on your computer.
If you have altered your browser's settings to store downloaded files somewhere else, the zip file will be found there instead.
-
A link in the Activity Feed Panel to download the published content.
-
Note
To make the content available online, first unzip the file. You can then use the file locally or you can use an FTP client, such as Filezilla, to upload the unzipped content to a web server.
Tip
You can save your publishing settings and reuse them to achieve a smoother publishing process, see Publishing Settings. Any settings you save can also be used for Batch Publishing.
In Paligo, you can Save Publishing Settings. Once the settings are saved, they are added to the Saved Settings tab for the publication you are publishing, not all publications. From there, you can Apply Saved Publishing Settings and Paligo will automatically apply them to your publication. This is much quicker than applying each setting individually each time you publish.
Tip
To reuse saved settings from another publication, see Copy Publishing Settings. This will save you time when you are publishing a new publication.
By saving your publishing settings, you make the publishing process much quicker. For example, you can prepare which output type to be used, languages to be included, profiling attributes (filters) and Variables to be applied for a specific publication.
Tip
To use the saved settings in a different publication, see Copy Publishing Settings.
To create and save publishing settings:
-
Select the dotted menu (...) for the publication in the Content Manager and choose Publish.
The Publish Document dialog appears.
-
Apply the publishing settings you want to use.
-
Select the Save Settings in the lower left corner.
-
Enter a name for your collection.
-
Select OK.
Your choices for the publishing settings are now saved for this publication. You can Apply Saved Publishing Settings from the Saved settings tab when you publish this publication.
-
Close the Publish document dialog without publishing.
To save time when you publish content, you can apply saved publishing settings. These are a collection of settings made previously by you or another Paligo user.
-
Select the dotted menu (...) for the publication in the Content Manager and choose Publish.
The Publish Document dialog appears.
-
Select the Saved Settings tab.
-
Check the box for the publishing settings to be used.
Tip
If there are no saved settings that meet your requirements, you can Copy Publishing Settings. These are settings that have been used for publishing, but have not been saved by a user.
-
Select Publish Document.
Instead of entering the publication settings manually each time you publish, you can copy saved settings from another publication. This can save you time and help avoid repeat work if you have many publications that need to use the same, or similar, publication settings.
To copy publishing settings from another publication:
-
Select the dotted menu (...) for the publication in the Content Manager and choose Publish.
The Publish Document dialog appears.
-
Select the Saved Settings tab.
-
Select Copy Setting in the lower left corner.
Paligo provides you with a list of saved publication settings from other publications.
-
Check the box in front of the publication setting that you want to copy.
-
Use the Reuse the selected setting checkbox to control how the copy is used.
-
Select OK to make the copy. It is added to the list of Saved Settings.
-
To apply the copied publication settings, select its checkbox.
-
Select Publish document.
Example 79. Copy Publishing Settings from One Publication to Another
Let's say you have an "ACME 100 User Guide" and for that, you always use the same publishing settings. You have those settings saved, but the save is only available for the "ACME 100 User Guide".
You then create an "ACME 200 User Guide" and you want it to use the same publication settings as the "ACME 100 User Guide".
To do this, you go to publish the "ACME 200 User Guide" and copy the saved publication settings from the "ACME 100 User Guide".You can then apply the copied settings, rather than enter them all again manually. The copy settings are also added to the list of saved settings for the "ACME 200 User Guide", so you can access them from there in future.
Batch publishing lets you publish multiple publications at the same time, with a single action.
Batch publishing lets you publish multiple publications at the same time, with a single action. It is more convenient than starting each publication process manually and is especially useful when you need to update many outputs at the same time.
For example, if you publish to Zendesk and want to update several categories at once. In this scenario, you can set up a publication for each category and then use batch publishing to publish to them all with a single click of a button.
To use batch publishing:
-
Save Publishing Settings for each publication that you want to include in the batch.
-
To open the Batch publish dialog either:
-
Select your Avatar in the top right corner and choose Batch Publish.
-
Select the Batch Publish icon on the Dashboard.
To the left - Batch publish option in the avatar menu. To the right - Batch publish icon on the Dashboard .
-
-
Check the boxes for the publications you want to include in the batch publish.
The Batch Publish dialog shows a list of all the saved publishing settings.
-
Select Publish.
Paligo will publish each publication in turn, using the saved publication settings.
If you have documentation for multiple versions of a product, you can provide a dropdown menu for the users to switch between the versions. The feature will load the same page in another version, if it exists, otherwise redirecting to the home page of another version. Also, each version can have translations that the user can switch between in the HTML5 Help Center output.
To get a dropdown menu in your HTML5 Help Center output, each version must be published and their URL:s must be added to the used HTML5 layout.
Tip
Moogsoft is a wonderful example of how the version switcher can be used.
Note
Step 9 to 14 in the following instruction are required for the dropdown menu to swap between the exact pages. You can choose not to use them, but then the version swap will direct the user to the main page instead.
To use the version dropdown menu, you need to organize your output topics in a specific folder structure:
-
Create a separate folder for each version on your server.
-
Publish each version and place them in the dedicated folder structure.
-
Select the Layout tab in the top menu.
Paligo displays a list of Layouts. The list is empty if there are no custom Layouts in your Paligo instance.
-
Select the Layout you want to update or Create a Layout.
-
Select Help Center Theme Options in the sidebar.
-
Scroll down to Versions for version dropdown.
-
Enter a text and URL for each version like this
text:Version 5.1 (latest), url:/docs/index.html;
. -
Select General in the sidebar.
-
Scroll down to Use a short and flat URL structure for output files.
-
Select Disable.
-
Scroll down to Use output file names made from id and SEO name.
-
Select Disable.
-
Scroll down to Ajax load content.
-
Select Disable.
-
Select Save.
Paligo keeps track of all relations between files automatically, including link references. This prevents you from breaking links as you could on a file system by moving files around or renaming them.
But it is still possible to get broken links in a published output if you have links that point to content in other publications. This is because the target link is not included in the publication that you have published and these links will be broken.
Note
Paligo recommends that you always check for broken links before you Release Content.
To produce a link report:
-
Select the Dotted menu (...) for the publication you want to check.
-
Select Publish.
-
Make your publish settings.
-
Check the box Make debug build.
-
Select Publish document.
-
In the output folder, look in the
tmp
folder to find an HTML file that starts with "linkreport" and then the name of the publication. -
Double-click to open the Link Report file in a browser. You will see something like this:
The report contains:
-
The title of the topic containing the broken link(s), as well as its UUID and Resource ID.
-
Buttons Edit and Find to either directly open and edit the topic or to locate it in the Resource View.
-
A broken link reference if the reference is to another topic and it exists, then the UUID will be hyperlinked to locate the target topic directly.
-
-
Resolve the broken links.
-
Republish with a new link report to verify that no broken links remain.
There are two ways to control the filename that Paligo generates for PDF and ZIP files:
-
If you are an Admin user, you can create an output filename template in the System Settings. Paligo will use this template by default for PDF and ZIP outputs. But users can choose a different filename structure when they publish.
To learn how to set up the default output filename format, see Set the Default Filename for PDF and ZIP Files.
-
If you are an Admin, Author, or Publisher, you can add a filename template when you publish. You do this on the Publish document dialog, in the Output filename section. Paligo will use the Publish document dialog settings instead of the system settings.
To learn how to set the output filename format in the publishing settings, see General Publishing Process.
The contents of the default zip download can be uploaded to any web server of your choice, for example via an FTP client. To do so, simply upload the contents of the out folder in the zip file to your server.
There are several ways to publish your content online:
-
FTP client - You can use the FTP client built into the MacOS finder or Windows File Explorer. Alternatively, you can use a dedicated FTP client application such as Filezilla.
-
SCP (secure copy) - You can use SCP to send files securely. This uses the SSH protocol for authentication and data transfer.
-
Upload interface - Some hosting applications have an upload interface that you can use to upload the files directly. For example, if you publish a Publish using SCORM Layout (Basic) output, you could publish it to Docebo LMS in this way. Docebo LMS has an interface for uploading content.
Typically, you will need to:
-
Locate the generated zip file in the downloads folder or via the link the Activity Feed Panel.
-
Unzip the Paligo output.
In some cases, you can upload the zip file instead. This varies depending on the target environment for your content. To find out, refer to the target environment's documentation.
-
Upload the content to your web server
Tip
Paligo has integrations that allow it to publish directly to other systems.
For example, the FTP Integration.or Zendesk Integration allows Paligo to publish directly to them. With these, you also get a zip file that downloads in the browser when you publish, but you do not need to upload it.
When you publish content in Paligo, by default the output is downloaded in a zip file. There are several options to publish content directly to:
-
Web servers or portals, see Integrate.
-
Help Desk Knowledge Base Portals - This feature requires that you have integrated with one of the supported help desk portals, Integrate. Paligo will create articles in your help center on initial publish, and update them on subsequent publishing. But it will not delete any articles, should you remove topics that are on the level that become articles.
Important
Before publishing to your live help desk knowledge base, always test carefully! We recommend testing to a test trial account, or to a category that is marked as draft, so it's not visible to your end users until you know everything is working as you want it to.
Tip
For manual upload, see Upload Manually to Your Web Server.
Besides the main output formats enabled by default, it is possible to publish to even more formats. Examples are HTML5 slide shows, JavaHelp, manpages (for command line help), etc.
If you need an additional output format, please contact support to see if it is already available and it can be enabled for you. Some formats can also be added as customizations (paid service).
You can create content in Paligo and publish it to a Learning Management System (LMS). For details on how to create your course in Paligo and publish it to your LMS, see eLearning.
You can publish Paligo content as a SCORM output. SCORM is an interchange format for importing into Learning Management Systems (LMSs) and eLearning platforms.
Paligo's SCORM (basic) output is for publishing regular content to an LMS. It is available on all plans, but does not support progress tracking or interactive features such as quizzes.
Note
Paligo also has a more powerful SCORM output that supports progress tracking, quizzes, and more. It is currently in beta, so if you would like to use it, please contact customer support so they can enable it on your instance. it is available on the Enterprise plan and on trials.
The following instructions explain how to use the basic SCORM support. It covers publishing Paligo content to SCORM and then importing that content into an LMS. We have used the free LMS Moodle Sandbox environment as an example, but you can use a different LMS if you prefer.
-
Prepare your content in Paligo and make sure you add your topics to a publication.
-
Select the Dotted menu (...) to the right of the publication in the Content Manager you want to import into the LMS (such as Moodle).
-
Select Publish.
-
Select SCORM (basic) as output.
-
To learn how to create a SCORM layout, see Create a Layout.
-
For details on the SCORM layout settings, see SCORM Layout Editor Options.
-
To learn how to publish content, see General Publishing Process.
-
-
Adjust the publishing settings:
-
Languages - Choose which languages to publish. Paligo will create a separate zip file output for each language.
-
Profiling attributes - If you have used profiling (filters), choose which filters and values to include in the output.
-
Variables - If you have used variables in your content, choose which variable set to use and which variants (values) to include in the output.
-
Upload output - If you have Paligo set up to use a publishing integration, choose the service that Paligo will upload the output to, for example, GitHub.
-
Optional parameters - Use to choose whether Paligo saves the output, includes a log file and link report, and notifies you via email.
Tip
For more details on these settings, see General Publishing Process.
You can also save your Publishing Settings so that you can select the saved version instead of re-applying all the filters, variables each time. Any settings you save can also be used for Batch Publishing.
-
-
Select Publish Document.
Paligo will process the content and apply your layout and publishing settings. The time it takes can vary depending on how much content you are publishing (the more content, the longer time it takes).
When the publishing process is finished, Paligo creates a zip file that downloads in your browser. There is a separate zip file for each language.
-
Unzip the published content.
Inside the zip file, in the
out
folder, there is another zip file. This is the one you will import. -
Log into the Moodle sandbox using the supplied test login credentials "admin" / "sandbox".
-
Select Add an activity or resource. Select "SCORM package" in the dialog that pops up:
-
In the next view, Adding a new SCORM package, give it a name and description.
-
Drag and drop the zip file in the
out
folder of your published content. Then click Save and display.
Note
The SCORM output contains a simple Table of Contents (TOC). In Moodle, the TOC is auto-created, so you'll have duplicate TOCs. In such a case you would use CSS to hide the included TOC:
div.toc{ display: none; }
Other LMS systems do not auto-create the TOC, which is why one is included.
Note
The initial styling is quite basic and is provided by Moodle and also CSS that's included in the Paligo conversion. Whatever LMS you publish to, you will need a customization to make it look good.
Normally in single-sourcing environments like Paligo, you would publish to PDF if you need documents for printing. But there may be situations where it is useful to publish to Microsoft Word instead of PDF. For example, if you want to create draft Word documents that can then be revised for other purposes.
Note
The MS Word output is designed for creating draft documents that you will publish and then further edit in Word. It is not a primary output in Paligo.
For printed documents, we recommend that you use PDF where possible. This is because there are more options and capabilities when publishing from Paligo to PDF.
To publish to MS Word:
-
Prepare your content in Paligo, making sure you add your topics to a publication.
-
Create an MS Word layout or edit an existing one.
For details, see Create a Layout and Edit a Layout.
-
Edit the MS Word layout.
-
Make sure the layout has a suitable template in place. If you leave the template setting empty, Paligo will use the default MS Word template. To apply your own styling, you will need to download the template, edit it, and then upload it (see Style your MS Word Documents).
-
Use the layout settings to enable or disable taxonomy features and scoped filtering for your MS Word output.
-
-
Select Save.
-
Select the dotted menu (...) for the topic or publication in Content Manager.
-
Select Publish.
Paligo displays the Publish document dialog.
-
Select Word.
-
Select the MS Word layout that you want to use for publishing. This could be the Default Word layout or a custom MS layout that you have created.
-
Select the checkboxes in front of the languages to be published.
Note
If no translations are available, only the Source Language will show. If you have multiple languages translated and approved, you can select which ones to include. Paligo will publish each language as a separate output.
For PDF output you can publish them as one multilingual publication, check the Combine selected languages box.
-
Select Edit in the Profiling attributes section to apply Filtering / Profiling (Optional). If you do not want to apply a filter, leave the field blank.
Select OK to add your chosen profiling attribute(s).
-
Select Edit in the Variables section to apply Variables (Optional). If you do not want to apply a variable, leave the field blank.
Select OK to add the selected variables.
-
Use the Upload output section to set Paligo to publish directly to an integration, such as Github or FTP. For details on these settings, see Integrate.
-
Select Publish Document to start publishing. Paligo will then process your content and apply your layout and publishing settings. The time that this takes can vary depending on how much content you are publishing (the more content there is, the longer it takes).
When the publishing process is finished, Paligo creates a zip file that downloads in your browser. If you are using a publishing integration, the zip file will also be sent to the relevant service.
-
Unzip the file and open the Word document to see the output.
When you open the output, Word will ask you if you want to update the fields in the document. Choose Yes as this updates the table of contents.
The Word document contains the content from Paligo. It uses the styles from the template that is set in your layout (or the default template if you have not uploaded a template). To learn how to change the styles, see Style your MS Word Documents).
The PDF publishing in Paligo uses the high-end PDF rendering engine Antenna House, for the highest quality PDF output for print purposes.
To publish to PDF, follow the instructions in General Publishing Process. You will need to:
-
Select PDF as the output format
-
Select a PDF layout or create a new one, see Create a Layout.
-
Set the languages, variables, filters and so on.
To customize a PDF output, use the settings in the PDF layout, see PDF Layout Editor Options.
Note
For information on how to publish a multi-language PDF as a single file that contains all of the languages, see Publish a Combined Language PDF.
For PDF outputs, you have the option to publish:
-
Each language as a separate PDF (default)
-
A combination of languages in a single PDF. We call this a multi-language PDF or a combined language PDF.
To publish a combined language PDF, follow the instructions in the General Publishing Process and use the Languages section to:
-
Choose which languages to include.
-
Check the Combine selected languages checkbox to set Paligo to create a combined language PDF (instead of creating separate PDFs for each language).
Paligo has a variety of built-in templates that you can use for publishing to HTML5 and HTML outputs. All of the outputs apart from "clean XHTML" (as it has no styling) are responsive and will adapt to the size of the reader's screen. You can customize the HTML and HTML5 outputs by using Paligo's layouts and CSS for more extensive changes, see Create a Layout.
-
HTML5 Responsive Design: A very modern HTML5 output that adapts to any screen size, from desktop to mobile. Plugins like Bootstrap are built in allowing many possibilities for various features.
See more about the built-in variants below.
-
Clean XHTML: A very clean "plain vanilla" HTML of the structured XHTML type if you want something that you can model as you please.
This format is also used for publishing to the various help desk knowledge bases supported by integrations, like Zendesk, Freshdesk and Salesforce Knowledge (if included in your plan). Read more here: Upload Directly to a Web Server or Portal.
-
Help desk HTML: This is the publishing of HTML adapted to help centers like Zendesk, Freshdesk, and (Salesforce) Desk.com.
This publishing option is a direct integration to the help center, and as soon as you publish from within Paligo it is directly available on your support portal.
The help center templates give you a stylish, modern design that works straight out of the box. These templates are based on the latest frameworks and are compatible with the popular Material Design framework, bootstrap and more. Below are just some examples of output themes, but there are more, and each one can be styled any way you like with your custom CSS.
The built-in templates for HTML5 are ready-made layouts that will give you a modern design right out of the box. Of course each one can be modified by yourself by uploading your own CSS in an override layout that you create in the Layout Editor. The templates represent the popular layout structures:
-
HTML5 single page provides your content as one long page, with a 'sticky' table of contents that shows where you are on the page.
-
The HTML5 Multi-page is a based on the popular "tri-pane" format for online help. Each topic is presented on its own page and there is a table of contents (TOC) for navigating between pages as well as a search. For the multi-page HTML5 outputs, we primarily recommend using the "Help Center" variant. The Classic variant is available for legacy reasons, but does not have all the newer features that the Help Center themes do.
HTML5 Multi-page (Classic) |
HTML5 Single page |
The Help Center output gives you a portal for your help content with lots of options for what to fill that portal with, what content to promote and so on. The templates are completely customizable and these are just a couple of examples. You can also choose to have a different logo on the portal page than the main content pages, choose to make the header "sticky" (always visible when you scroll down), and make the header full width. These options are in the "General" section of the Layout Editor.
All templates are completely customizable. In most cases you'll be able to customize it yourself with CSS. Ask support if you are interested in more extensive customizations, modifying the HTML framework.
The Help Center output has several optional features, including:
-
Base themes and content themes. A very modern HTML5 design based on the latest frameworks, compatible with for example the popular Material Design framework, bootstrap and more.
There are different themes available for the output and also content themes which provide the base styling for the main body content, such as the style for notes, text, and other elements, see Themes for HTML5 Help Centers.
-
Ajax or "Preloaded": For faster page loading times with content that is hosted on a web server. There is also a "preloaded" option for faster page loading times with help centers that are not hosted on a server, see Faster Page Loading with Ajax.
Important
The "Preloaded" version does not support all of the help center features. It is mainly intended for special cases, such as if you you need to provide your help center on a local computer rather than a web server.
If you can provide your help on a web server, we recommend that you use the main HTML5 Help Center theme instead. For advice on using the "Preloaded" variant, please contact Paligo support.
-
Top navigation: You can add navigation links to the top of the help center. You enable this in the Layout Editor, and can also select whether to link to existing topics, external content, or both, see Top-Navigation for Help Centers.
-
Parent publication portal: Create a parent publication portal that links to different subpublications, see Multi-Publication Portal.
There are a couple of ways to have one portal for multiple publications. You can either:
-
Reuse several publications in a "parent publication" and then publish it.
This creates a publication where each category panel leads to the respective publication. In this case the Table of Contents (side navigation menu) will cover all those sub publications.
-
Publish each publication separately and then put together a "multi publication" shell portal, as described below.
-
|
|
Examples of the HTML5 Help Center output
This is an HTML5 version of the popular "tri-pane" format for online help. Each page or help article is presented on its own (multi-page), and you navigate them in the Table of Contents (TOC).
The classic multi-page HTML5 layout is a legacy layout and may not support all of the features that are available to the HTML5 help center layout.
Another HTML5 variant that has become very popular is the long single-page article style. It is all one long page with a very clean design, and with navigation that follows along.
The Table of Contents is "sticky" and color bars indicate clearly where you are on the page.
For those that are documenting software with a lot of code or examples, there is a template we call the API style, as it is a type of style that has become especially popular for API documentation, see API Documentation Layout.
HTML5 Single page API style
-
Code and other examples are automatically placed in the sidebar, and the examples are in sync with the body text.
-
The content is filtered "on the fly", meaning that you can select which programming language version you want to see examples for.
If you click Ruby, all example code is in Ruby, if you click Javascript all sample code instantly switches to show Javascript.
-
The main body content will also be filtered on the fly, based on filter attributes you use in your Paligo content.
-
The theme can be easily customized, selecting a different code sample theme and syntax highlighting with a parameter, and some CSS to modify the rest.
Comments
0 comments
Article is closed for comments.